+619.5%
APP vs OKE
+70.9%
+548.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.4% |
| 7D | -4.4% | -0.2% | -4.2% | -4.3% |
| 30D | -10.0% | +6.1% | -16.1% | -12.9% |
| 3M | -41.4% | +10.4% | -51.9% | -45.6% |
| 6M | -41.0% | +14.2% | -55.2% | -47.7% |
| YTD | -54.7% | +35.3% | -90.1% | -65.8% |
| 1Y | -45.3% | +40.6% | -86.0% | -60.6% |
| All | +619.5% | +70.9% | +548.5% | +434.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling